5,106 JPMorgan Chase & Co. $JPM Shares Sold by Modera Wealth Management LLC

Modera Wealth Management LLC trimmed its stake in JPMorgan Chase & Co. (NYSE:JPM) by 2.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 200,189 shares of the financial services provider’s stock after selling 5,106 shares during the period. Modera Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $66,228,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also added to or reduced their stakes in the stock. Horizons Wealth Management purchased a new position in JPMorgan Chase & Co. during the 3rd quarter worth $31,000. Aventus Investment Advisors Inc. purchased a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter worth $33,000. Timbuktu Capital Management LLC purchased a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter worth $50,000. NI Acquisitions Company LLC purchased a new stake in shares of JPMorgan Chase & Co. in the 2nd quarter worth $51,000. Finally, Montgomery Financial Services LLC bought a new position in shares of JPMorgan Chase & Co. during the 2nd quarter worth $62,000. 71.55% of the stock is currently owned by institutional investors.

JPMorgan Chase & Co. Price Performance

Shares of JPM stock opened at $352.14 on Thursday. JPMorgan Chase & Co. has a fifty-two week low of $279.10 and a fifty-two week high of $366.50. The firm has a market capitalization of $936.05 billion, a price-to-earnings ratio of 14.77, a PEG ratio of 1.33 and a beta of 1.03. The company has a debt-to-equity ratio of 1.31, a quick ratio of 0.85 and a current ratio of 0.85. The stock’s 50-day simple moving average is $342.66 and its 200-day simple moving average is $323.49.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, October 13th. The financial services provider reported $5.75 EPS for the quarter, missing the consensus estimate of $5.94 by ($0.19). JPMorgan Chase & Co. had a return on equity of 18.48% and a net margin of 21.85%. The company had revenue of $50.17 billion for the quarter, compared to analyst estimates of $51.23 billion. During the same quarter in the previous year, the firm posted $5.07 earnings per share. The company’s quarterly revenue was up 8.1% on a year-over-year basis. As a group, equities analysts forecast that JPMorgan Chase & Co. will post 23.95 earnings per share for the current fiscal year.

JPMorgan Chase & Co. Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Saturday, October 31st. Shareholders of record on Tuesday, October 6th were issued a $1.65 dividend. The ex-dividend date of this dividend was Tuesday, October 6th. This is a positive change from JPMorgan Chase & Co.’s previous quarterly dividend of $1.50. This represents a $6.60 dividend on an annualized basis and a yield of 1.9%. JPMorgan Chase & Co.’s dividend payout ratio is presently 27.68%.

Trending Headlines about JPMorgan Chase & Co.

Here are the key news stories impacting JPMorgan Chase & Co. this week:

• Positive Sentiment: JPMorgan’s trading desk expects technology stocks to rebound after the midterms and sees a potential broadening of the market rally beyond megacap leaders. A broader rally could support investor sentiment toward financial stocks, though the view is a market outlook rather than a JPM-specific earnings update. JPMorgan Trading Desk Sees Tech Rebounding After Midterms
• Positive Sentiment: JPMorgan is expanding its Dubai private-banking presence with a new DIFC branch and a larger local team. The move could help the bank attract regional clients and grow wealth-management assets and revenue over time. JPM Opens Dubai Private Banking Branch
• Positive Sentiment: JPMorgan Payments’ new Receivables Matching tool aims to automate invoice matching and reduce manual work for clients. Separately, treasury platform Embat integrated JPMorgan’s banking authorization API, making it easier for shared clients to connect accounts. These developments may improve the bank’s payments offering and client engagement. J.P. Morgan Payments Debuts Tool to Streamline Cash Application Embat Turns to J.P. Morgan for Better Bank-Treasury Connectivity
• Positive Sentiment: Recent reports cite an analyst upgrade and a UBS analyst’s expectation that JPM shares could rise, adding a potential source of support from analyst sentiment. The provided headlines do not include the target price or rationale. JPMorgan Shares Up Following Analyst Upgrade UBS Analyst Says JPMorgan Stock Price Expected to Rise
• Neutral Sentiment: JPMorgan filed its quarterly Form 10-Q for the period ended September 30, 2026. The filing is a routine disclosure; the supplied report does not describe new financial details that would change the investment outlook. JPMorganChase Files Form 10-Q

Analysts Set New Price Targets

Several research firms recently weighed in on JPM. Freedom Broker upgraded JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a report on Thursday, October 15th. Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 14th. TD Cowen started coverage on shares of JPMorgan Chase & Co. in a report on Thursday, October 8th. They set a “hold” rating and a $370.00 target price on the stock. Bank of America raised their target price on shares of JPMorgan Chase & Co. from $408.00 to $420.00 and gave the company a “buy” rating in a research report on Thursday, July 16th. Finally, Morgan Stanley raised their target price on shares of JPMorgan Chase & Co. from $370.00 to $377.00 and gave the company an “equal weight” rating in a research report on Wednesday, October 14th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $368.33.

Insiders Place Their Bets

In related news, insider Robin Leopold sold 2,500 shares of the company’s stock in a transaction dated Thursday, September 10th. The stock was sold at an average price of $352.81, for a total value of $882,025.00. Following the completion of the transaction, the insider owned 71,047 shares of the company’s stock, valued at approximately $25,066,092.07. This represents a 3.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company’s stock.

About JPMorgan Chase & Co.

JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, lending, investment banking, payments, asset management and wealth management services to individuals, businesses, governments and institutional clients.

Its major business segments include Consumer & Community Banking, which offers deposit accounts, credit cards, mortgages, auto loans and other financial products; Commercial & Investment Banking, which provides corporate lending, advisory, underwriting, trading, treasury and payments services; and Asset & Wealth Management, which serves individual and institutional investors with investment management, brokerage and related advisory services.

JPMorgan Chase serves customers in the United States and operates internationally through offices and businesses in major financial centers around the world.